Wolf Financial Advisory Names New President - Expands Operation

ST JOSEPH, Michigan, MARCH 4, 2025 - Wolf Financial Advisory’s Chief Executive Officer, Rob Wolf, is instituting some major changes to kick off his 30th year in financial services at his St. Joseph, Michigan Wealth Management Firm. The first includes naming a new company President. 

Amanda Opulskas has taken over the main role after previously serving as Wolf Financial Advisory’s Senior Client Service Director & Financial Advisor. She obtained her Bachelor of Business Administration Finance and Accounting Degree from the University of Michigan, Flint, before being hired by Rob Wolf as a front desk associate in 2015. Opulskas secured her health and life licensing and securities licensing but knew there was more she wanted to do at the firm.
 

Amanda Opulskas

Wolf Financial Advisory President

“I really enjoy helping people and helping them succeed, so it was very rewarding, but I knew I didn’t want to be a Financial Advisor,” said Opulskas.“I believe Rob saw I had other capabilities. So we continued to develop our relationship and the trust between us and it just led to where we are now with me as the President of the company.” 

Opulskas now handles the operation side of Wolf Financial Advisory, while Wolf focuses on what he does best – helping his clients on their financial journey.

“This is where I feel like I belong,” says Opulskas. “My priority right now is to make sure we have the structure in place so we can continue to grow and help people.”

And Wolf Financial Advisory is growing. Wolf’s Wealth Management team is expanding to a new location just down the street from their current office at 728 Pleasant Street, in St. Joseph, Michigan. The new office, at 206 Court Street, is officially opening its doors this week, and will be used by Financial Advisors James Koenig, Sr., Michael Rock, and Sara Wolf CFP®. Opulskas says they also recently added two new full-time, remote team members. She attributes the need for growth to [Rob] Wolf’s passion for his team, and the people he serves. 

“He wants to help people and educate people and he gets excited to be able to explain things to people, or to help them with life situations – not just on the financial aspect,” says Opulskas. “I think it all starts with that, with Rob and how he feels about his clients and about what we should be doing here at the firm. And then it just trickles down to everybody within the firm as far as who we hire and the environment that we create. It all comes back to making sure the client has what they need.”

About Wolf Financial Advisory

At Wolf Financial Advisory, our Financial Advisors offer the resources and flexibility to provide you with personalized financial planning. Our proprietary process, known as Signet 360, integrates wealth management with risk and cash management, tax and legacy planning, and charitable giving for successful families, professionals, and business owners. Signet 360 is designed to work with our clients so they never outgrow our process as their lives unfold and needs evolve. Learn more about our southwest Michigan firm, planning process, financial advisory team, and schedule your initial meeting by visiting: https://www.wolffinancialadvisory.com/ or Follow Us on LinkedIn, Facebook, Youtube, and X.